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IBM
IBM

Overview Fund Activity

1,711 hedge funds and large institutions have $83.7B invested in IBM in 2016 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 642 increasing their positions, 741 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,711
Holders Change
-22
Holders Change %
-1.27%
% of All Funds
45.66%
Holding in Top 10
103
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+49.28%
% of All Funds
2.75%
New
102
Increased
642
Reduced
741
Closed
102
Calls
$1.9B
Puts
$1.88B
Net Calls
+$25M
Net Calls Change
+$384M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$331M
2
Fidelity International
Fidelity International
Bermuda
+$323M
3
Morgan Stanley
Morgan Stanley
New York
+$247M
4
State Street
State Street
Massachusetts
+$186M
5
BFA
BlackRock Fund Advisors
California
+$175M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$687M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$282M
3
Barclays
Barclays
United Kingdom
-$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$208M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMC
1026
Benin Management Corp
Connecticut
$1.14M -$156K -1,078 -12%
CC
1027
Cipher Capital
New York
$1.14M -$573K -3,956 -34%
AFWA
1028
Ancora Family Wealth Advisors
Ohio
$1.12M -$186K -1,287 -14%
GS
1029
GAM Systematic
United Kingdom
$1.12M -$276K -1,904 -20%
PP
1030
Patten & Patten
Tennessee
$1.12M +$3.91K +27 +0.3%
WC
1031
Whitney & Co
New York
$1.12M -$182K -1,256 -14%
WA
1032
Wheatland Advisors
Pennsylvania
$1.12M +$30.3K +209 +3%
KBG
1033
Kahn Brothers Group
New York
$1.11M +$30.3K +209 +3%
PCIG
1034
Partners Capital Investment Group
Massachusetts
$1.11M +$164K +1,135 +17%
HAG
1035
HighPoint Advisor Group
Illinois
$1.11M -$13.6K -96 -1%
LKIM
1036
Lawson Kroeker Investment Management
Nebraska
$1.11M +$620K +4,285 +127%
SACTSONJ
1037
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M – – –
BCCM
1038
Bridge Creek Capital Management
Massachusetts
$1.11M -$4.63K -32 -0.4%
GIP
1039
Granite Investment Partners
California
$1.1M – – –
AP
1040
AHL Partners
United Kingdom
$1.1M -$5.66M -39,073 -84%
FAM
1041
Fenimore Asset Management
New York
$1.1M – – –
Geode Capital Management
1042
Geode Capital Management
Massachusetts
$1.09M -$11.2K -77,282 -1%
OPTFSNA
1043
Old Point Trust & Financial Services N A
Virginia
$1.09M -$60.6K -419 -5%
MCM
1044
Maryland Capital Management
Maryland
$1.09M -$99.6K -688 -8%
DHFB
1045
Dixon Hubard Feinour & Brown
Virginia
$1.09M +$43.8K +314 +4%
JWA
1046
JFS Wealth Advisors
Pennsylvania
$1.08M -$48.4K -334 -4%
KFS
1047
Kurt F. Somerville
$1.08M -$341K -2,352 -24%
TIA
1048
Tiemann Investment Advisors
California
$1.08M +$89.5K +618 +9%
TAM
1049
Trillium Asset Management
Massachusetts
$1.07M -$223K -1,540 -17%
IA
1050
IFP Advisors
Florida
$1.07M -$4.15M -30,834 -79%
40 41
42
43 44